Brandon Michael Smith
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- City of JacksonvilleSep 2021 to Jun 2022
- Brandon M Smith Music, LLCFeb 2021 to Jun 2022
- San Jose Episcopal Church - Episcopal Diocese of FloridaSep 2018 to Jun 2022
- Jacksonville UniversitySep 2018 to Dec 2018
- Cornell UniversityMar 2018 to May 2018
- Ithaca CollegeJan 2018 to May 2018
- Express Employment ProfessionalsJan 2018 to Feb 2018
- The Episcopal Church of Saints Peter and JohnDec 2016 to Sep 2018
- The Hangar TheatreMay 2016 to Sep 2018
- Ithaca CollegeAug 2015 to May 2017
- Self-employedFeb 2009 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7580424
- Firm CRD
- 104555